All-In: Scale Your Business 360” – Intake Form Onboarding

Ready to Scale Your Business 360°?
Welcome to the start of a powerful, all-in-one strategy to elevate your brand, increase visibility, and generate consistent leads.
To kick things off, please complete this onboarding form so we can fully understand your business, goals, and marketing needs across every channel.

Business & Contact Information

Business License # / ROC (optional):

Full Name of Main Contact Person:

Main Contact Email Address:

Main Contact Phone Number:

Business Email Address:

Business Phone Number:

Website URL (if any):

Do you have a physical location open to the public? (Yes / No)

Yes No

Service Areas (Cities/Regions):

Social Media Links (Facebook, Instagram, LinkedIn, etc.):

Your Business Overview

Briefly describe your business and what you offer:

What makes you different from your competitors?

Who is your target audience?

B2B B2C Both

What are your current growth challenges? (Check all that apply)

What are your top 3 business goals in the next 6–12 months?

Which of the following services are you interested in? (Check all that apply)

Website & Online Presence

Do you already have a website? (Yes / No)

Yes No

If yes, provide the URL:

Do you want to redesign it? (Yes / No)

Yes No

Do you currently track performance using tools like:

Google Analytics Search Console Meta Pixel Google Ads Conversion Tracking

Do you want help installing tracking tools and setting up reporting dashboards? (Yes / No)

Yes No

Have you run paid ads before (Google, Meta, etc.)? (Yes / No)

Yes No

If yes, describe your experience or issues:

Google Ads Account ID:

Meta Business Manager ID:

What is your estimated monthly ad budget?

What products or services should the ads focus on?

Target locations for ads (cities, ZIPs, regions):

Any competitor websites you want to beat?

Visual Content & Branding

Do you have a logo? (Yes / No – Please upload or share link)

Do you have brand guidelines or preferred colors/fonts? (Yes / No – Please upload if available)

Do you need help creating graphics, banners, or video content? (Yes / No)

Yes No

Upload logos, product images, videos, or marketing assets here: [Google Drive Link]

Access & Permissions

Please grant access to:

Google Ads & Analytics: seo@mazordigital.com
Meta Business Manager: seo@mazordigital.com
Google Business Profile (if applicable)

If you prefer, you may create a user or delegate access instead of sharing credentials.

Any time-sensitive promotions or seasonal campaigns coming up?

Do you have a sales or CRM system you'd like us to connect (e.g., HubSpot, GoHighLevel)?

Anything else we should know to support your growth goals?

Terms and Conditions

By submitting this form, you agree to the following terms and conditions:

You confirm all information provided is accurate and complete to the best of your knowledge.
You agree to provide timely access to required accounts, platforms, and materials.
You understand that performance may vary depending on competition, seasonality, and market conditions.
We do not guarantee specific results, but we apply best practices to achieve the best possible outcomes across all channels.
You are responsible for ad spend billed by platforms (Google, Meta, etc.). Our management fees are separate unless otherwise noted.
All login credentials and business information will be treated as confidential.

Please check the box below to confirm your agreement before submitting the form.

I have read and agree to the Terms and Conditions outlined above.

Consent

I consent to receive SMS notifications, alerts, and occasional marketing communications from the company. Message frequency may vary. Standard message and data rates may apply. For assistance, text HELP at (702) 966-9364. You can reply STOP at any time to unsubscribe.

All-In: Scale Your Business 360” – Intake Form Onboarding

Business & Contact Information

Your Business Overview

Goals & Priorities

Website & Online Presence

Ads & Campaign Info

Visual Content & Branding

Access & Permissions

Additional Notes

Terms and Conditions

Thank you for submitting your onboarding form for our All-In: Scale Your Business 360° service.

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